We are live on ! Find out more
RLI icon

RLI Corp

318 hedge funds and large institutions have $5B invested in RLI Corp in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 117 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $1.79M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $4.71B → $5B (+$294M)

3.93% more ownership

Funds ownership: 162.36%166.29% (+3.9%)

2% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 115

4% less funds holding

Funds holding: 331318 (-13)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

Holders
318
Holders Change
-13
Holders Change %
-3.93%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
117
Reduced
115
Closed
37
Calls
$2.55M
Puts
$1.79M
Net Calls
+$758K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Profund Advisors
Maryland
$285K -$42.2K -636 -13%
Cambridge Investment Research Advisors
227
Cambridge Investment Research Advisors
Iowa
$283K -$398 -6 -0.1%
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$280K -$44.5K -670 -14%
SCM
229
Shelton Capital Management
Colorado
$278K
SAM
230
Shell Asset Management
Netherlands
$278K -$930 -14 -0.3%
PFA
231
Pure Financial Advisors
California
$272K
II
232
Inspire Investing
Idaho
$271K +$32.3K +486 +14%
VI
233
Vestcor Inc
New Brunswick, Canada
$269K
DWP
234
Destiny Wealth Partners
Florida
$266K -$48.6K -732 -15%
PC
235
Pecaut & Co
Iowa
$265K
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$258K
MML Investors Services
237
MML Investors Services
Massachusetts
$256K -$80.1K -1,206 -24%
JCM
238
Jacobi Capital Management
Pennsylvania
$252K +$2.66K +40 +1%
DADC
239
D.A. Davidson & Co
Montana
$237K
BCM
240
Brookstone Capital Management
Illinois
$234K +$398 +6 +0.2%
BBA
241
Baader Bank Aktiengesellschaft
Germany
$233K +$232K +3,500 New
US Bancorp
242
US Bancorp
Minnesota
$230K +$13.4K +202 +6%
RI
243
Ridgewood Investments
New Jersey
$225K
WA
244
Wealth Alliance
New York
$218K -$930 -14 -0.4%
KAS
245
Kestra Advisory Services
Texas
$213K -$100K -1,512 -32%
SPIA
246
Steward Partners Investment Advisory
New York
$205K +$71.1K +1,070 +53%
YIH
247
Y-Intercept (HK)
Hong Kong
$205K +$205K +3,080 New
AIM
248
Aigen Investment Management
New York
$204K -$6.38K -96 -3%
BHWM
249
Beaird Harris Wealth Management
Texas
$157K
PTC
250
Private Trust Company
Ohio
$150K -$13.7K -206 -8%

RLI Hedge Fund Activity: Q1 2023 in Review

318 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in RLI Corp (RLI) for Q1 2023, worth a combined $5B — up 6.2% from $4.71B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of RLI and 26 opened new positions — a net loss of 11 holders — while 115 trimmed existing stakes and 117 added.

The largest buyer was AllianceBernstein, adding an estimated $90.6M. The largest seller was Morgan Stanley, cutting an estimated $37M.

  • 318 institutional investors held RLI Corp (RLI) as of Q1 2023, down from 331 in Q4 2022.
  • Funds reported $5B of RLI Corp stock for Q1 2023, up 6.2% quarter-over-quarter.
  • 26 funds opened new RLI Corp positions in Q1 2023 and 37 closed out, a net change of -11 holders.
  • The largest RLI Corp buyer in Q1 2023 was AllianceBernstein, an estimated $90.6M added.
  • The largest RLI Corp seller in Q1 2023 was Morgan Stanley, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2023.